ISRG vs JNJ: Which Is the Better Buy?
Side-by-side comparison of Intuitive Surgical, Inc. and Johnson & Johnson — fair value, conviction, valuation metrics, and QuantHub research signals.
Updated 2026-09-25.
Intuitive Surgical, Inc. · Healthcare
$399.52
+22.4% upside to fair value
Med Conviction
Grade B
High Quality
VS
Johnson & Johnson · Healthcare
$270.68
+5.7% upside to fair value
Med Conviction
Grade C
High Quality
QuantHub Verdict
ISRG has more upside to fair value
(+22.4%).
These are model outputs — not personalized investment advice.
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Valuation & Fundamentals
| Metric |
ISRG |
JNJ |
| Current Price |
$399.52 |
$270.68 |
| Fair Value Estimate |
$488.97 |
$286.05 |
| Upside to Fair Value |
+22.4%
|
+5.7%
|
| Market Cap |
$141.1B |
$652.3B |
| Forward P/E |
—
|
—
|
| EV / EBITDA |
30.7x
|
20.2x
|
| Price / Sales |
12.8x
|
6.7x
|
| Price / FCF |
44.0x
|
35.3x
|
| Revenue Growth YoY |
+18.5%
|
+6.6%
|
| Gross Margin |
66.7%
|
67.9%
|
| Operating Margin |
31.3%
|
26.8%
|
| Return on Equity |
17.8%
|
25.7%
|
| Dividend Yield |
0% |
1.95% |
| FCF Yield |
2.28%
|
2.83%
|
| Analyst Consensus |
Strong Buy
|
Buy
|
Investment Thesis
Intuitive Surgical develops, produces, and commercializes the da Vinci surgical system and the Ion endoluminal system, along with instruments, accessories, training, and digital solutions that drive a large installed-base and recurring-revenue model. Business quality is high: TTM gross margin of 66.7%, operating margin of 31.3%, net margin of 28.4%, ROE of 17.8%, and revenue growth of 18.5% with …
Johnson & Johnson is a 141,700-employee healthcare holding company operating two segments, Innovative Medicine (immunology, oncology, neuroscience, infectious disease, cardiovascular and metabolism, pulmonary hypertension) and MedTech (interventional solutions, orthopaedics, surgery, vision), founded in 1887 and headquartered in New Brunswick, New Jersey. Business quality is high on fundamentals:…
Accumulation Zones
| Metric |
ISRG |
JNJ |
| Zone Low |
$366.73 |
$214.54 |
| Zone High |
$415.62 |
$243.14 |
| In Buy Zone? |
Yes
|
No
|